Client Implementation Specialist

Phyton Talent Advisors; Dallas (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

Phyton Talent Advisors seeks a Client Implementation Manager to provide dedicated support for a single client account focusing on dissolving legal entities. You will oversee wind-down processes, manage implementations and deliverables, and coordinate with senior stakeholders and vendors to ensure accuracy and timeliness.

The role requires 2+ years in a regulatory-related field with strong analytical, project management, and communication skills, plus experience supporting entity dissolution and

Qualifications

• 2+ years of experience in a regulatory-related field, including process management.
• Strong analytical, project management, and problem-solving skills.
• Strong communication and presentation skills.

Responsibilities

• Support the dissolution of legal entities for a dedicated client account.
• Oversee all account activity before dissolution, including lawsuits, outstanding items, and review and sign-off of checks and documentation.
• Read and interpret financial documents from a range of sources.
• Manage several client implementations and ensure all deliverables are completed on time.
• Review scopes of work and project plans, and recommend process improvements.
• Prepare project trackers and lead client meetings covering progress, milestones, and challenges.
• Find and close gaps in processes and project execution.
• Work with clients to plan and roll out new workflows as requirements change.
• Track KPI metrics and report them to upper management.
• Build long-term relationships with clients, business partners, and stakeholders.
• Communicate with senior stakeholders and drive action items to completion.
• Manage relationships with cross-functional teams and outside vendors.
• Spot opportunities to offer additional products and services.
• Enter, verify, and maintain client data so databases and systems stay accurate and consistent.
• Become an expert on proprietary products and the client’s business lines.
• Help build and grow a diverse team, working with both senior and junior colleagues.

Job description

Our client is looking for a Client Implementation Manager to provide dedicated support for one client account, focused on dissolving legal entities. This person will oversee account activity through the wind-down process, manage implementations and deliverables, and work closely with senior stakeholders and vendors to make sure every item is completed accurately and on time.

Responsibilities

Entity dissolution support

• Support the dissolution of legal entities for a dedicated client account
• Oversee all account activity before dissolution, including lawsuits, outstanding items, and review and sign-off of checks and documentation
• Read and interpret financial documents from a range of sources

Project and implementation management

• Manage several client implementations and make sure all deliverables are completed on time
• Review scopes of work and project plans, and recommend process improvements
• Prepare project trackers and lead client meetings covering progress, milestones, and challenges
• Find and close gaps in processes and project execution
• Work with clients to plan and roll out new workflows as requirements change
• Track KPI metrics and report them to upper management

Client and stakeholder relationships

• Build long-term relationships with clients, business partners, and stakeholders
• Communicate with senior stakeholders and drive action items to completion
• Manage relationships with cross-functional teams and outside vendors
• Spot opportunities to offer additional products and services

Data and product knowledge

• Enter, verify, and maintain client data so databases and systems stay accurate and consistent
• Become an expert on proprietary products and the client’s business lines

Team

• Help build and grow a diverse team, working with both senior and junior colleagues

Requirements

• 2+ years of experience in a regulatory-related field, including process management
• Proven track record of completing managed service projects
• Experience supporting the dissolution of legal entities
• Basic understanding of financial services firms and investment management operations
• Strong analytical, project management, and problem-solving skills
• Strong communication and presentation skills
• Proficient in Microsoft Office; strong Excel skills preferred

Preferred

• Financial services background (highly preferred)
• Bachelor’s degree (preferred, not required)

Soft Skills

• Highly organized, with strong follow-through and attention to detail
• Pushes processes forward, gets answers, and finishes tasks on time
• Stays calm under pressure and meets deadlines
• Finds creative solutions and workarounds when facing constraints